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What is WorkflowFirst?

An adaptable workflow solution created for every type of user, allowing for the efficient management and oversight of an extensive database of forms. Take charge and gain insight into the broader perspective. The flexible CRM template enables you to initiate deals, monitor deal activities, and track deal progress via a user-friendly drag-and-drop kanban board, complemented by a calendar feature for overseeing various tasks and much more! Input employee details and effortlessly send the form at the same time to HR, accounting, IT, and the office manager for further action. When a purchase request is made, it can be forwarded to a manager for assessment, giving them the power to either approve or reject the request. The platform also offers forms for HR to define employee leave benefits and for employees to file leave requests, which require management approval. With WorkflowFirst, you receive a customized forms package, a database, and workflow management software, all within a simple interface that anyone can set up without needing technical skills. Forms can be programmed to be sent automatically to one or multiple recipients or specific groups based on predetermined conditions or scripts. Moreover, the dashboard guarantees that every task is accounted for, boosting overall productivity and efficiency. This all-encompassing strategy not only streamlines operations but also encourages teams to collaborate more effectively, ultimately leading to better outcomes. By fostering a more organized and connected environment, WorkflowFirst enhances communication among team members and supports the achievement of collective goals.

What is Tots?

This software solution is designed specifically for small businesses that need a reliable method to track the paid time off for both exempt and hourly staff. Each employee is allocated vacation, sick leave, and personal days, with TOTS ensuring accurate monitoring of these details for every individual. Workers have access to their time off history and can easily create and submit Time Off Request Forms. The application integrates smoothly with Microsoft Exchange Server and Outlook, providing maximum efficiency. Furthermore, users have the flexibility to tailor different absence categories and plans to meet their unique requirements while preserving historical data from past years. Employees can log into the system to request time off, including holidays and sick leave, and can print their Time Off Request Form directly. When connected to Outlook, these requests are automatically forwarded to the employee's supervisor for approval. Once the supervisor approves the request, the TOTS Administrator enters the approved time off into the system manually, ensuring that all records remain current and accurate. This holistic strategy not only simplifies the management process but also improves the lines of communication between employees and management regarding time off requests. By fostering an organized approach, the platform ultimately contributes to a more efficient workplace environment.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Exchange
Microsoft Outlook

Integrations Supported

Microsoft 365
Microsoft Exchange
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

$99 one-time payment
Free Trial Offered?
Free Version

Pricing Information

$49 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RiaForm Technology

Date Founded

2004

Company Location

United States

Company Website

workflowfirst.com

Company Facts

Organization Name

Information Systems Development

Date Founded

2001

Company Location

United States

Company Website

www.infosysdev.com/TOTS.htm

Categories and Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Attendance Tracking

Absence Management
Calendar Management
Employee Scheduling
Employee Time Clock
FMLA Tracking
Overtime Tracking
Reporting/Analytics
Self Service Portal
Time Tracking
Timesheets
Vacation / Leave Tracking

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